Assets by plan
Share of aggregate retirement assets
- & JENSEN PENSION (#001)$11.1M
Filings through .
2 plans aggregated / $34.1M assets / 123 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Money purchase
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WILLIAMS & JENSEN PROFIT SHARING PLAN | 401(k) | $23.0M | 67 | 2025 |
| #001 | WILLIAMS & JENSEN PENSION PLAN | Money purchase | $11.1M | 56 | 2025 |